SIA

Schechter Investment Advisors Portfolio holdings

AUM $1.21B
1-Year Est. Return 8.72%
This Quarter Est. Return
1 Year Est. Return
+8.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$11.5M
3
+$10.9M
4
RFAI
RF Acquisition Corp II
RFAI
+$8.16M
5
GRAF
Graf Global Corp
GRAF
+$7.83M

Top Sells

1
+$16.2M
2
+$16.1M
3
+$15.4M
4
CUBWU
Lionheart Holdings Unit
CUBWU
+$11.6M
5
ANSC
Agriculture & Natural Solutions Acquisition Corp
ANSC
+$9.11M

Sector Composition

1 Financials 26.38%
2 Technology 15.54%
3 Healthcare 8.75%
4 Industrials 7.71%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.27M 0.09%
+127,124
202
$1.27M 0.09%
41,199
-462
203
$1.27M 0.09%
13,684
+1,442
204
$1.27M 0.09%
35,816
-6,670
205
$1.26M 0.09%
+7,901
206
$1.25M 0.09%
13,615
207
$1.25M 0.09%
8,718
+104
208
$1.25M 0.09%
6,556
+121
209
$1.25M 0.09%
95,423
-5,345
210
$1.24M 0.09%
13,923
+440
211
$1.24M 0.09%
3,824
-389
212
$1.22M 0.09%
4,201
+250
213
$1.21M 0.09%
59,822
-4,636
214
$1.21M 0.09%
28,627
-309
215
$1.21M 0.09%
6,012
+1,019
216
$1.2M 0.09%
38,235
-9,740
217
$1.19M 0.09%
4,884
+1,314
218
$1.19M 0.09%
28,260
-5,134
219
$1.18M 0.09%
2,235
+206
220
$1.18M 0.09%
9,075
-1,177
221
$1.17M 0.09%
31,575
-9,004
222
$1.16M 0.09%
6,122
-295
223
$1.16M 0.09%
2,287
-145
224
$1.16M 0.09%
4,188
+119
225
$1.15M 0.09%
13,147
-113
7 8
9
10 11